Mohnish Pabrai’s Lecture and Q&A with students of Peking University (Guanghua School of Mgmt.)

May 1, 2019 at Irvine, California

Professor Jiang Guohua’s Students

“Great Businesses vs. Great Investments”

(00:00:00) - Introduction

(00:04:20) - Cloning

(00:07:42) - Great Businesses vs. Great Investments

(00:09:07) - Mastercard vs. Sunteck Realty

(00:22:55) - Motherson Sumi vs. Rain Industries

(00:36:32) - Warren Buffett's Coke Investment

(00:39:04) - Rain Industries

(00:50:42) - Rain Industries

(00:55:58) - Motherson Sumi